Free Sales Checklist for Contract Review Meetings Template

Sales Checklist for Contract Review Meetings

This checklist serves as a guide to aid sales teams in conducting comprehensive reviews of contracts before finalization. By meticulously assessing contract terms, pricing, delivery timelines, product specifications, and other critical elements, we aim to minimize risks, uphold quality standards, and foster successful partnerships with our clients.

Please leave a check (✔) mark on the box when you have completed the task.

1. Pre-Meeting Preparations

  • Review the contract terms and conditions

  • Identify potential objections or concerns

  • Prepare responses to anticipated objections

  • Verify contract data for accuracy

  • Prepare meeting agenda and materials

2. During the Meeting

  • Provide clear explanations of contract terms

  • Address client concerns or objections

  • Keep control of the meeting pace

  • Ensure client input and participation

  • End meeting with clear next steps

3. Post-Meeting Steps

  • Follow up promptly with an email recap

  • Revisit unresolved issues or inquiries

  • Execute next steps as agreed in meeting

  • Update the CRM with latest developments

  • Involve relevant team members

4. Contract Closure

  • Ensure all contract documentation is complete

  • Review contracts with legal team if necessary

  • Proactively communicate with client about next steps

  • Work with team to execute contract deliverables

  • Celebrate successful contract closure and learn from the experience

5. Client Retention

  • Deliver exceptional service post-contract signing

  • Regularly check in with client for feedback

  • Identify areas of additional sales opportunities

  • Monitor client satisfaction and resolve issues promptly

  • Promote client loyalty and relationship growth

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